The end of the calendar year is often a time of self-reflection in the investment advice business. In this blog post, I am going to ask you to devote some time to the timeline of events in your company 401(k) retirement plan account this last year. This relentless...
When world-wide interest rates have fallen to all-time low levels, it is very easy to lose sight of how much risk you are taking with the bond mutual funds in your company 401(k) retirement plan account. The global bond markets are a disaster. There are now over 30...
Happy Thanksgiving! I hope you have a wonderful day spent with family, friends, and great food. For me, Thanksgiving is a time for reflecting on all that we have to be thankful for. It occurred to me the other day that I have never published a blog post to share...
Later this week, it is already the 2019 Thanksgiving holiday. Amid all the family and friend events, I hope you can find at least a few minutes of down time. Here is a quick idea to profit from those few minutes alone. Review your current company 401(k) retirement...
Investing is much different than all other life skills. Most people will call a plumber if they have leaky pipes. They will go to the doctor if they don’t feel well for an extended period of time. And they don’t perform their own root canal. Almost all individual...
At some point in your life you have done all of the following; started a new job, applied for life insurance, or opened a brokerage or bank account. In each event, forms required you to name a primary and contingent beneficiary. You had to provide your account...